Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
Target Date Funds’ Stock Holdings Are Too Risky: Putnam Study
By Joyce HansonA new Putnam Institute study says target date funds that are too aggressive in their exposure to stocks put retiring investors at risk.
June 24, 2011
Bill for Covered Bond Market in U.S. Wins House Panel’s Bipartisan SupportA covered-bond bill that could introduce a significant funding for U.S. mortgages, based on a European model, won bipartisan approval from a House panel.
June 23, 2011
Bob Reynolds on Putnam Turnaround, Next Steps—Weekend InterviewPutnam engineered a remarkable turnaround with the right people, the right products, the right compensation and now a focus on retirement income, Reynolds said.
June 23, 2011
Fidelity Launches TDF-Like Muni FundsBoston mutual fund behemoth Fidelity Investments announced Wednesday it launched the Fidelity Defined Maturity Funds, a series of four municipal income funds, each with a defined maturity date.
June 23, 2011
BondDesk Rolls Out BondWorks PlatformBondDesk's Chris Shayne says the revised BondWorks fixed-income retail trading platform is akin to going from a flip phone to a smart phone.
June 21, 2011
Fed Expected to Stand Pat on Rates, QE3 at MeetingFed policymakers are expected on Wednesday to keep interest rates at historic lows and to make no plans for a third round of quantitative easing.
June 20, 2011
iShares Rolls Out Floating-Rate Note Fund; UBS Adds to Energy ETN GroupOther new investment products are launched by Neuberger Berman, Aperio, Aequam and Highland
June 17, 2011
Closed-End Fund Investors Still Wanted Fixed Income in MayEquity closed-end fund discounts remained stable during the month, while those of fixed income CEFs narrowed.